Enhanced Person Search in Redwood Quick Actions and Person Spotlight
In the Redwood Person Spotlight search and Quick Actions, you can now use a worker's person number to search for them. This is an additional searchable field added to enhance the Person Search.
To navigate to the Redwood People page, in the My Client Groups tab, click the Person Spotlight quick action.
Similarly, use any Redwood quick action person search to find workers using their person number.
Users can search for workers using their business identifiers, simplifying and enhancing the user experience.
Steps to Enable
You don't need to do anything to enable this feature.